Easily Communicate Financial Concepts and Strategies
The Circle of Wealth® system enables financial professionals to effectively communicate financial concepts and strategies to clients and prospects, ensuring their understanding and motivating them to take action.
The system combines a proven client consultation process with a comprehensive suite of software applications.
Give Prospects a Reason to Meet with You
Tap the button below to watch a short video demonstrating how the Circle of Wealth® helps financial advisors turn prospects into satisfied clients.
A Proven Process for Success
The Circle of Wealth® system is built upon a series of simple communication steps that are strategically placed in a way to motivate prospects and clients to take action. The client process and industry-leading software helps financial advisors attract leads, engage prospects, and convert clients.
Attract Leads
Presentations and scripts equipping advisors with what to say to engage people in a positive way and pique their interest in learning more about their services.
Engage Prospects
A repeatable process for advisors to follow to help their prospects and clients find money they are losing unknowingly and unnecessarily.
Convert Clients
Tools and coaching that gives advisors knowledge and conviction to deliver financial strategies their clients understand and implement.
Join thousands of other financial advisors using Circle of Wealth®
Tools to Differentiate You
Clients are overwhelmed with generic financial advice and won’t implement a plan unless it’s from a trusted financial expert. The Circle of Wealth® provides financial professionals with the tools and training to be seen as a trusted expert so they can confidently deliver financial strategies their clients understand and implement.
Presentation Tools
100+ presentations for every financial discussion; accessible from every device with data synced in the cloud.
Client Process
A proven repeatable client process that identifies viable prospects & converts them into clients that implement.
Coaching & Training
Embedded training, live coaching, online courses, webinars, podcasts & more.
Scripts
Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation.
Cash-Flow Tools
Comprehensive cash-flow tool to show how the advisors recommendations benefit their clients' financial goals.